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Home > Institutional Investor > Everett Harris & Co > Profile

Instuitional Investor - Everett Harris & Co

Fund Profile
Filing Period:
Fund Name: Everett Harris & Co
Portfolio Value $6,990,315,229
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,504,852 $867,319,140 12.4%
2.
Berkshire Hathaway Inc
 BRK.A 1,420 $770,527,543 11.02%
3.
Novo Nordisk A S
 NVO 6,512,789 $673,748,022 9.63%
4.
Microsoft Corp
 MSFT 1,560,282 $586,728,317 8.39%
5.
Costco Wholesale Corp W
 COST 873,937 $576,868,591 8.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)